CPE Catalog & Events
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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Online
1.00 Credits
Member Price: $59
Dark Side of AI: Navigating Risk and Understanding Organizational Impact
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Online
1.00 Credits
Member Price: $49
1. Bias and fairness in AI Systems 2. Ethical Challenges and Governance gaps 3. Legal liability associated with AI-driven decisions
Benford's Law and Other Digital Analysis Techniques
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Online
1.80 Credits
Member Price: $109
Benford’s Law Digital Analysis Data analytics
Global Internal Audit Standards (GIAS) Domain V - Part 2
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Online
2.00 Credits
Member Price: $109
Internal audit Standards Institute of Internal Auditors GIAS IPPF
Basic Individual Taxation Course
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Getting started with Microsoft CopilotTour of the Copilot app and how to use itVariety of hands-on case study examples for accounting, finance and taxProtecting your data privacy in Microsoft CopilotAdvanced Microsoft Copilot features reviewIntegration with Microsoft 365 apps
PFP Update: Investment Planning in This New Era 26-27
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Online
2.00 Credits
Member Price: $99
• Develop, design and monitor client investment portfolios • Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships • Assessomg market conditions in a very unique and different environment • How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues • How investment vehicles work together to manage risk/return relationships • How to build, monitor, evaluate and re-design an investment portfolio
Deception, Embezzlement, and Fraud 26-27
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Online
8.00 Credits
Member Price: $329
• Narcissism Studies • Fraud • Embezzlement • Technology used in scams
Pass-Thru Entity Owners Schedule K-1 Analysis 26-27
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Online
8.00 Credits
Member Price: $329
• Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203—S Corporation Shareholder Stock and Debt Basis Limitations) • Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return • The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) • How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners • Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership • What constitutes debt basis for an S corporation shareholder under the final regulations • The tax ramifications of repaying loans to S corporation shareholders and on open account debt • How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk
SSARS Codification: Preparation, Compilation and Review 26-27
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Online
8.00 Credits
Member Price: $329
• SSARS Codification requirements • SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information • Review of financial statements • Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27
Auditing Standards: A Comprehensive Review 26-27
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Online
16.00 Credits
Member Price: $589
• Efficient audit planning, documentation and research • Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits • Fraud requirements • Testing management's estimates • Auditing standards
CFO & Controller Critical Skills: Budgeting & Forecasting
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques
2026/27 Yellow Book Update
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution.The GAO's implementation delay and its implications for 2026 audit planning.Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities.Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements.
HR Investigations - Episode 2 - Interview Techniques
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Online
2.00 Credits
Member Price: $109
Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results
Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation
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Online
3.00 Credits
Member Price: $129
Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession
How AI Is Automating Internal Control
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Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.
The Controller Function - Elevating the Role
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Online
1.50 Credits
Member Price: $79
Accounting Finance Auditing Business Development
Closely Held Business Owner Financial Planning Opportunities 26-27
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Online
2.00 Credits
Member Price: $99
• Insurance planning • Investment planning • Business succession planning • Income tax planning • Practice management and marketing • Retirement planning • Executive compensation • Estate planning
No Tax on Overtime: Payroll Compliance
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the Fair Labor Standards Act (FLSA) overtime provisionsDefinition of a “workweek” and the 40-hour thresholdTime-and-a-half requirement and exclusions from overtime payExempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions)Excluded payments (discretionary bonuses, reimbursements, retirement contributions)Step-by-step calculation examples for different compensation structuresBest practices for documentation and payroll systemsCase studies illustrating misclassification and miscalculation issues